ABOUT THE GUESTS

Jack Dugan
ABOUT Jack

Jack is a graduate of San Diego State University with a Master’s Degree concentrating in Personal Financial and Tax Planning. Jack has been named as one of San Diego’s Five Star Wealth Managers 9 times through 2010-2021*. His personal business experience has enabled him to assist executives and individuals with comprehensive financial planning that “makes [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

Deciding when to take your social security benefits is one of the important X-Factors of planning for a successful retirement. Pure Financial’s Jack Dugan, CFP® explains why the timing for taking your benefits or the benefits of your spouse, can impact your bottom line by tens of thousands of dollars.